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HealthEquity
Custodian of U.S. health savings accounts and administrator of consumer-directed benefits.
$96.98
After-hours close+0.62 (+0.64%)
At close$96.36(+3.18%)
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Breakdown13F · Form 4
Institutions 119.19%Insiders 1.76%
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 83.60M · Float 81.93M · 98.0% free float
Institutions13F, as of Jun 30, 2026
505 holders · 99.64M shares · 81 new positions · 289 increased · 155 reduced · 68 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 11.28M | 13.49% | +745.5K | Aug 7, 2026 |
| Wasatch Advisors LP | 7.96M | 9.52% | +757.8K | Jul 10, 2026 |
| Morgan Stanley | 4.55M | 5.44% | +2.06M | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 4.06M | 4.85% | −106.0K | Aug 13, 2026 |
| Vanguard Capital Management LLC | 3.64M | 4.35% | −183.0K | Aug 13, 2026 |
| State Street Corp | 3.24M | 3.88% | +141.1K | Aug 7, 2026 |
| Geode Capital Management, LLC | 2.37M | 2.84% | +114.8K | Aug 12, 2026 |
| AQR Capital Management LLC | 2.00M | 2.39% | −93.0K | Aug 14, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Wasatch Advisors LP | 9.50% | 7.96M | 13G | Jul 15, 2026 ↗ |
| Vanguard Capital Management | 5.30% | 4.48M | 13G | Apr 30, 2026 ↗ |
| Vanguard Portfolio Management | 5.01% | 4.24M | 13G | Apr 29, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Jon Kessler | other: Former Director | 328.5K | 0.39% | Jun 10, 2025 |
| Stephen Neeleman | director, officer: FOUNDER AND VICE CHAIRMAN | 277.6K | 0.33% | Jul 10, 2026 |
| Scott Cutler | director, officer: President and CEO | 176.4K | 0.21% | Jul 10, 2026 |
| James M. Lucania | officer: EVP & CFO | 104.6K | 0.13% | Jul 10, 2026 |
| Delano Ladd | officer: EVP, General Counsel | 90.1K | 0.11% | Jul 10, 2026 |
| Robert W. Selander | director | 89.8K | 0.11% | Jun 29, 2026 |
| Elimelech Rosner | officer: EVP, CHIEF TECHNOLOGY OFFICER | 81.5K | 0.10% | Apr 8, 2026 |
| Adrian T. Dillon | director | 62.4K | 0.07% | Aug 27, 2026 |
| Michael Henry Fiore | officer: EVP, CHIEF COMMERCIAL OFFICER | 52.2K | 0.06% | Jul 14, 2026 |
| Evelyn S. Dilsaver | director | 51.1K | 0.06% | Jun 29, 2026 |
15 ten-percent owners hold 34.40M shares by Form 4, outside the officers-and-directors figure above · 13 people have not refiled in the last 18 months (262.6K shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 25, 2026 | Adrian T. Dillondirector | Sale · 2 lots | 7,632 | $104.61 | 62,395 |
| Jul 10, 2026 | Michael Henry Fioreofficer: EVP, CHIEF COMMERCIAL OFFICER | Sale | 2,354 | $95.00 | 52,244 |
| Jul 2, 2026 | Michael Henry Fioreofficer: EVP, CHIEF COMMERCIAL OFFICER | Sale | 2,470 | $95.00 | 56,643 |
| May 29, 2026 | Michael Henry Fioreofficer: EVP, CHIEF COMMERCIAL OFFICER | Sale | 3,142 | $95.00 | 59,113 |
| May 28, 2026 | Delano Laddofficer: EVP, General Counsel | Sale | 7,500 | $90.00 | 91,141 |
| May 28, 2026 | Gayle Furgurson Wellborndirector | Sale | 2,439 | $90.00 | 19,733 |
| Dec 19, 2025 | Delano Laddofficer: EVP, General Counsel | Sale | 1,500 | $94.72 | 73,979 |
| Dec 18, 2025 | Elimelech Rosnerofficer: EVP, CHIEF TECHNOLOGY OFFICER | Sale | 10,959 | $95.45 | 45,742 |
| Dec 12, 2025 | Gayle Furgurson Wellborndirector | Sale | 4,339 | $98.03 | 19,733 |
| Nov 20, 2025 | Delano Laddofficer: EVP, General Counsel | Sale | 1,500 | $104.56 | 75,479 |
CongressHouse and Senate disclosures
| Member | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Rep. Gilbert Cisneros · CA31 | Purchase | $1,001 – $15,000 | Jun 30, 2026 | Jul 3, 2026 ↗ | |
| Rep. Gilbert Cisneros · CA31 | Purchase | $1,001 – $15,000 | May 29, 2026 | Jun 9, 2026 ↗ |